Portfolio (Quarterly) Guide ↗

Clear Point Advisors Inc.

· CIK 0002010474

13F Portfolio $129M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 25 New 18 Added 20 Reduced 73 Exited

Page 3 of 4 · 73 positions

← Prev 1 2 3 4 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	MDYG	SPDR SERIES TRUST	—	5,809	$537K	0.42%	SOLD
42	VGIT	VANGUARD SCOTTSDALE FDS	—	8,886	$533K	0.41%	SOLD
43	—	ISHARES TR	—	20,270	$516K	0.40%	SOLD
44	—	J P MORGAN EXCHANGE TRADED F	—	4,044	$501K	0.39%	SOLD
45	—	INNOVATOR ETFS TRUST	—	17,405	$500K	0.39%	SOLD
46	KJAN	INNOVATOR ETFS TRUST	—	12,004	$497K	0.39%	SOLD
47	IJR	ISHARES TR	—	4,039	$485K	0.38%	SOLD
48	IJH	ISHARES TR	—	7,302	$482K	0.37%	SOLD
49	PNOV	INNOVATOR ETFS TRUST	—	10,908	$456K	0.35%	SOLD
50	FNY	FIRST TR EXCHANGE-TRADED ALP	—	4,438	$405K	0.31%	SOLD
51	EJAN	INNOVATOR ETFS TRUST	—	10,691	$361K	0.28%	SOLD
52	GOOGL	ALPHABET INC	Communication Services	1,141	$358K	0.28%	SOLD
53	MINO	PIMCO ETF TR	—	7,778	$353K	0.27%	SOLD
54	NJUL	INNOVATOR ETFS TRUST	—	4,814	$350K	0.27%	SOLD
55	AOR	ISHARES TR	—	5,314	$345K	0.27%	SOLD
56	PJUL	INNOVATOR ETFS TRUST	—	7,266	$337K	0.26%	SOLD
57	IVV	ISHARES TR	—	472	$323K	0.25%	SOLD
58	JEPI	J P MORGAN EXCHANGE TRADED F	—	5,488	$314K	0.24%	SOLD
59	JIVE	J P MORGAN EXCHANGE TRADED F	—	3,841	$308K	0.24%	SOLD
60	BJUN	INNOVATOR ETFS TRUST	—	6,515	$305K	0.24%	SOLD

Page 3 of 4 · 73 positions

← Prev 1 2 3 4 Next →

Sector Allocation

Financial Services 77.6%

Technology 9.5%

Communication Services 4.2%

Consumer Cyclical 2.5%

Utilities 2.1%

Real Estate 1.9%

Healthcare 1.8%

Energy 0.4%

Industrials 0.0%